Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder Fund
Nippon - Champions 21st Century
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
6.84%
1.83%
6 Months
5.01%
2.86%
1 Year
8.78%
−0.70%
3 Years
—
10.21%
5 Years
—
11.39%
Since Inception
8.70%
14.50%
Fund Age
2 yrs
10 mo
AUM
₹44.9 Cr
—
Alpha – 1 Year
5.80%
−3.10%
Alpha – 3 Years
—
−0.99%
Information Ratio – 3 Years
—
-0.46
Volatility – 1 Year
17.25%
14.46%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
0.90
0.82
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.26
-0.42
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 62% · M 17% · S 22%
L 47% · M 8% · S 40%
Number of Stocks
—
41
Portfolio P/E
—
34.07
Top 5 Holdings
Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
—
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—